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Sandra Catherine Thomas

THOMAS, SANDRA CATHERINE·MEDINA, Ohio
Series 65Clean record8 years registeredTHOMAS, SANDRA CATHERINE
805 E. WASHINGTON STREET, MEDINA, OH 44256CRD# 4557650Firm CRD# 121666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sandra Catherine Thomas · MEDINA, OH
Registration
CRD #4557650 · THOMAS, SANDRA CATHERINE · 8 years registered
Brand Profile
Not yet started
01

Career History

S.C. THOMAS & ASSOCIATES, CPA, LLC
Sep 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 22, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THOMAS, SANDRA CATHERINE
CRD 121666 · SEC 801-68023
AUM
$40M
Regulatory assets under management
Employees
1
227 client accounts
Services offered by THOMAS, SANDRA CATHERINE
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THOMAS, SANDRA CATHERINE →
Introduction

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Frequently Asked Questions

What services does Sandra Catherine Thomas offer?
Sandra Catherine Thomas specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MEDINA, Ohio for a consultation.
What are Sandra Catherine Thomas's credentials?
Sandra Catherine Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Catherine Thomas located?
Sandra Catherine Thomas is based in MEDINA, Ohio, working with THOMAS, SANDRA CATHERINE. Their office serves clients in the MEDINA metropolitan area and surrounding communities.
How does Sandra Catherine Thomas charge for services?
Sandra Catherine Thomas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMAS, SANDRA CATHERINE?
THOMAS, SANDRA CATHERINE has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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